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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,076 | $102,638+83.2% | $81,982+129.4% | $158,982+18.3% |
| Participation rate | 65.0% | 75.5%-10.5pp | 69.3%-4.3pp | 82.0%-17.0pp |
| Annual return | 10.07% | 61.05%-51.0pp | 41.31%-31.2pp | 302.99%-292.9pp |
| Employer contribution / active EE | $442 | $3,241-86.4% | $2,498-82.3% | $4,763-90.7% |
| Participant deferral / active EE | $4,229 | $4,649-9.0% | $3,722+13.6% | $5,983-29.3% |
| Admin fee / account holder | $7,970 | $8,237-3.3% | $5,665+40.7% | $11,252-29.2% |